Rebecca Kopacz
Thousand Oaks,CA
Summary
Seasoned Property & Casualty Insurance Specialist with excellent planning and problem solving abilities. Offering 17 years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Sales/Customer Service Representative
State Farm
Thousand Oaks, CA
12.2022 - 05.2023
- Answered customer questions about products and services and recommended appropriate solutions.
- Generated quotes, processed payments and documented customer communications.
- Called potential customers to assess business needs and present value propositions.
- Listened to customer requests and asked questions to provide effective solutions.
- Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
- Handled customer billing errors by researching issues in system and asking detailed questions.
- Avoided payment errors by carefully implementing all credit and debit card data into system.
Commercial Account Manager
FCIS COMMERCIAL INSURANCE SERVICES
SIMI VALLEY, CA
03.2022 - 07.2022
- Assessed client needs, provided quotations and made recommendations for General Liability, Commercial Auto services.
- Maintained current knowledge of emerging industry trends, legislation, coverage, technology and products.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Insurance Representative
DMK Insurance Services
Thousand Oaks, CA
01.2005 - 03.2022
- Responded to queries, solved or referred problems and followed up with clients to increase satisfaction.
- Built trusted partnerships through open and interactive communication to earn positive customer feedback.
- Entered leads and new applications, pulled data reports and submitted changes to attract and retain customers and increase business.
- Fostered strong relationships with current and prospective clients to maintain client retention.
- Navigated computer system to look up customer information and update policies.
- Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
- Asked probing questions and offered solutions to resolve customer issues.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
- Precisely calculated refunds, premiums and adjustments.
- Assisted new policyholders with processing claims.
- Modified and updated existing policies and claims to reflect change in beneficiary, amount of coverage or type of insurance.
- Transcribed data to worksheets and entered data into computer to prepare documents and adjust accounts.
- Checked computations of interest accrued, premiums due and settlement surrender on loan values.
- Handled modification and updating of policies.
- Prepared and reviewed insurance-claim forms and related documents for completeness.
Education
High School Diploma -
Thousand Oaks High School
Thousand Oaks, CA06.1994
Some College (No Degree) - Liberal Arts And General Studies
Moorpark Community College
Moorpark CASkills
- Friendly and professional demeanor,
- Excellent communication and interpersonal skill
- Problem Solving
- Licensed
- Good Work Ethic
- Computer Skills
- Reliable & Trustworthy
- Organizational Skills
Certification
- California Department of Insurance Licensed Accident & Health - 2014
- California Department of Licensed Property & Casualty - 2009
Timeline
Sales/Customer Service Representative
State Farm
12.2022 - 05.2023
Commercial Account Manager
FCIS COMMERCIAL INSURANCE SERVICES
03.2022 - 07.2022
Insurance Representative
DMK Insurance Services
01.2005 - 03.2022
High School Diploma -
Thousand Oaks High School
Some College (No Degree) - Liberal Arts And General Studies
Moorpark Community College
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